Funds › Center for Financial Planning, Inc.
Center for Financial Planning, Inc.
13F for Q3 2026, filed Oct 26, 2026. 835 positions worth $1.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 26, 2026
Reported value
$1.1B
+$5.8M (0.5%) vs Q2 2026
Positions
835
665 in Q2 2026
Top 10 share
77.3%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds S&P 500 Etf Shs | 550,994 | $386.2M | 35.9% | +0.3% | 13F ↗ |
| 2 | iShares Tr Core Us Aggbd Et | 1.12M | $106.2M | 9.9% | +3.7% | 13F ↗ |
| 3 | Spdr Index Shs Fds St Str Po Ex Etf | 1.74M | $87.4M | 8.1% | +4.4% | 13F ↗ |
| 4 | Vanguard Index Fds Mrngstr Sml Cap | 256,422 | $72.9M | 6.8% | -0.3% | 13F ↗ |
| 5 | Vanguard Index Fds Mrngstr Mid Cap | 693,198 | $54.4M | 5.1% | +2.2% | 13F ↗ |
| 6 | iShares Tr Core Msci Eafe | 431,929 | $41.8M | 3.9% | -0.4% | 13F ↗ |
| 7 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 604,383 | $35.8M | 3.3% | +2.1% | 13F ↗ |
| 8 | iShares Tr Msci Usa Qlt Fct | 89,048 | $19.8M | 1.8% | -0.9% | 13F ↗ |
| 9 | MSFT Microsoft Corporation | 27,012 | $13.9M | 1.3% | +2.5% | 13F ↗ |
| 10 | Vanguard Index Fds Mrngstr Sml Cp V | 55,487 | $12.8M | 1.2% | -0.9% | 13F ↗ |
| 11 | Vanguard Star Fds | 131,160 | $11.1M | 1.0% | Unchanged | 13F ↗ |
| 12 | AAPL Apple Inc. | 32,551 | $10.8M | 1.0% | +1.7% | 13F ↗ |
| 13 | BRK-B Berkshire Hathaway Inc. Class B | 15,562 | $7.7M | 0.7% | +2.0% | 13F ↗ |
| 14 | AMZN Amazon.com, Inc. | 25,804 | $6.4M | 0.6% | +2.3% | 13F ↗ |
| 15 | JPM JPMorgan Chase & Co. | 18,630 | $6.2M | 0.6% | +7.9% | 13F ↗ |
| 16 | Vanguard Index Fds Mrngstr Grwt Etf | 55,329 | $5.0M | 0.5% | +4.4% | 13F ↗ |
| 17 | ABBV AbbVie Inc. | 17,893 | $4.7M | 0.4% | +2.8% | 13F ↗ |
| 18 | Vanguard International Equity Index F Ftse Smcap Etf | 29,878 | $4.6M | 0.4% | +6.0% | 13F ↗ |
| 19 | JNJ Johnson & Johnson | 16,174 | $4.3M | 0.4% | +2.4% | 13F ↗ |
| 20 | Vanguard World Fd Inf Tech Etf | 32,791 | $4.1M | 0.4% | Unchanged | 13F ↗ |
| 21 | AVGO Broadcom Inc. | 11,332 | $4.0M | 0.4% | +13.5% | 13F ↗ |
| 22 | iShares Tr Core S&P Mcp Etf | 48,535 | $3.5M | 0.3% | -0.2% | 13F ↗ |
| 23 | Vanguard Index Fds Sml Cp Grw Etf | 9,877 | $3.3M | 0.3% | -2.2% | 13F ↗ |
| 24 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 4,133 | $3.2M | 0.3% | -3.0% | 13F ↗ |
| 25 | RJF Raymond James Financial, Inc. | 19,900 | $3.1M | 0.3% | +4.1% | 13F ↗ |
| 26 | First Tr Exchange-Traded Fd Fst Low Oppt Eft | 64,521 | $3.1M | 0.3% | Unchanged | 13F ↗ |
| 27 | Vanguard Index Fds Mrngstr Ttl Stk | 8,246 | $3.1M | 0.3% | +4.0% | 13F ↗ |
| 28 | NVDA NVIDIA Corporation | 13,097 | $3.0M | 0.3% | +30.7% | 13F ↗ |
| 29 | First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf | 76,038 | $2.8M | 0.3% | +1.8% | 13F ↗ |
| 30 | MCK McKesson Corporation | 3,276 | $2.8M | 0.3% | Unchanged | 13F ↗ |
| 31 | TMO Thermo Fisher Scientific Inc | 4,072 | $2.7M | 0.3% | +2.6% | 13F ↗ |
| 32 | CVX Chevron Corporation | 13,179 | $2.7M | 0.3% | +7.5% | 13F ↗ |
| 33 | Vanguard Index Fds Mrngstr Val Etf | 12,401 | $2.7M | 0.2% | +8.8% | 13F ↗ |
| 34 | NEE NextEra Energy, Inc. | 35,156 | $2.7M | 0.2% | +1.8% | 13F ↗ |
| 35 | PG Procter & Gamble Company | 17,243 | $2.5M | 0.2% | -1.3% | 13F ↗ |
| 36 | iShares Tr Esg Awr Us Agrgt | 52,168 | $2.4M | 0.2% | +5.6% | 13F ↗ |
| 37 | MSI Motorola Solutions, Inc. | 5,258 | $2.3M | 0.2% | +0.1% | 13F ↗ |
| 38 | First Tr Exchange-Traded Fd Ltd Dur Invt Etf | 124,915 | $2.3M | 0.2% | Unchanged | 13F ↗ |
| 39 | ETN Eaton Corporation, PLC | 5,308 | $2.3M | 0.2% | +31.4% | 13F ↗ |
| 40 | CRM Salesforce, Inc. | 9,706 | $2.2M | 0.2% | -3.4% | 13F ↗ |
| 41 | KO Coca-Cola Company | 24,220 | $2.1M | 0.2% | +4.9% | 13F ↗ |
| 42 | Vanguard Index Fds Mrngstr Lrg Cap | 5,780 | $2.0M | 0.2% | Unchanged | 13F ↗ |
| 43 | ABT Abbott Laboratories | 20,440 | $2.0M | 0.2% | +0.6% | 13F ↗ |
| 44 | MPC Marathon Petroleum Corporation | 5,064 | $2.0M | 0.2% | +8.1% | 13F ↗ |
| 45 | AXP American Express Company | 6,414 | $2.0M | 0.2% | Unchanged | 13F ↗ |
| 46 | GOOGL Alphabet Inc. Class A | 5,486 | $1.9M | 0.2% | +9.2% | 13F ↗ |
| 47 | CL Colgate-Palmolive Company | 21,661 | $1.8M | 0.2% | +0.7% | 13F ↗ |
| 48 | AMD Advanced Micro Devices, Inc. | 2,897 | $1.8M | 0.2% | -2.2% | 13F ↗ |
| 49 | UNP Union Pacific Corporation | 6,483 | $1.8M | 0.2% | +36.1% | 13F ↗ |
| 50 | iShares Tr Core S&P Scp Etf | 12,485 | $1.7M | 0.2% | -5.3% | 13F ↗ |
Showing the top 50 of 835 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
207 new, 246 added to, 85 trimmed, 37 exited, 298 unchanged. By estimated dollars.
New positions (207)
| LRCX Lam Research Corporation | 3,487 | New | $1.1M |
| PWR Quanta Services, Inc. | 467 | New | $300.1K |
| KLAC KLA Corporation | 1,517 | New | $295.7K |
| Vanguard World Fd Esg Us Stk Etf | 1,963 | New | $266.0K |
| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf | 11,083 | New | $263.2K |
| WELL Welltower Inc. | 891 | New | $205.1K |
| WCN Waste Connections, Inc. | 1,300 | New | $200.1K |
| Rbb Fd Inc F/M Us Treasury | 3,964 | New | $197.6K |
| J P Morgan Exchange Traded F Hedg Equ Lad Etf | 2,152 | New | $148.9K |
| ORLY O'Reilly Automotive, Inc. | 1,713 | New | $146.3K |
Added to (246)
| iShares Tr Core Us Aggbd Et | 1.12M | +3.7% | $3.8M |
| Spdr Index Shs Fds St Str Po Ex Etf | 1.74M | +4.4% | $3.7M |
| Vanguard Index Fds S&P 500 Etf Shs | 550,994 | +0.3% | $1.2M |
| Vanguard Index Fds Mrngstr Mid Cap | 693,198 | +2.2% | $1.2M |
| Vanguard Bd Index Fds Total Bnd Mrkt | 13,020 | +1963% | $869.1K |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 604,383 | +2.1% | $723.3K |
| NVDA NVIDIA Corporation | 13,097 | +30.7% | $701.8K |
| ETN Eaton Corporation, PLC | 5,308 | +31.4% | $544.5K |
| First Tr Exchng Traded Fd Vi Ft Vest Deep Etf | 43,900 | +61.7% | $508.8K |
| AVGO Broadcom Inc. | 11,332 | +13.5% | $474.8K |
Trimmed (85)
| iShares Tr National Mun Etf | 843 | -76.1% | -$270.7K |
| Vanguard Index Fds Mrngstr Sml Cap | 256,422 | -0.3% | -$204.3K |
| iShares Tr Msci Usa Qlt Fct | 89,048 | -0.9% | -$171.3K |
| iShares Tr Core Msci Eafe | 431,929 | -0.4% | -$168.1K |
| Vanguard Mun Bd Fds Tax Exempt Bd | 21,318 | -14.2% | -$167.2K |
| ZTS Zoetis Inc. | 229 | -90.3% | -$149.3K |
| Invesco Qqq Tr | 1,589 | -11.0% | -$145.7K |
| RGEN Repligen Corporation | 41 | -94.6% | -$137.2K |
| MRK Merck & Company, Inc. | 10,539 | -7.8% | -$129.9K |
| Vanguard Index Fds Mrngstr Sml Cp V | 55,487 | -0.9% | -$122.0K |
Exited (37)
| BRK-A Berkshire Hathaway Inc. Class A | 19 | Exited | -$14.2M |
| GOOG Alphabet Inc. Class C | 19,567 | Exited | -$6.9M |
| Exxon Mobil Corp | 14,900 | Exited | -$2.0M |
| First Tr Exchng Traded Fd Vi Ft Vest Nas | 17,965 | Exited | -$625.9K |
| ESS Essex Property Trust, Inc. | 350 | Exited | -$102.1K |
| GL Globe Life Inc. | 354 | Exited | -$63.3K |
| CHEF The Chefs' Warehouse, Inc. | 550 | Exited | -$52.9K |
| J P Morgan Exchange Traded F Rlty Income Etf | 981 | Exited | -$51.2K |
| APO Apollo Global Management, Inc. | 372 | Exited | -$44.0K |
| WEC WEC Energy Group, Inc. | 333 | Exited | -$38.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Compare two quarters
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Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 26, 2026 | 13F-HR | 836 | $1.1B | Current | SEC ↗ |
| Q2 2026 | Jul 21, 2026 | 13F-HR | 666 | $1.1B | Current | SEC ↗ |
| Q1 2026 | May 4, 2026 | 13F-HR | 658 | $958.0M | Current | SEC ↗ |
| Q4 2025 | Feb 5, 2026 | 13F-HR | 702 | $961.1M | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 660 | $935.6M | Current | SEC ↗ |
| Q2 2025 | Aug 4, 2025 | 13F-HR | 647 | $871.9M | Current | SEC ↗ |
| Q1 2025 | Apr 22, 2025 | 13F-HR | 700 | $782.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer